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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,364 | $91,525-10.0% | $130,026-36.7% | $75,181+9.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $4,785 | $2,844+68.2% | $4,321+10.7% | $2,671+79.2% |
| Participant deferral / active EE | $9,198 | $4,342+111.8% | $5,821+58.0% | $4,126+122.9% |
| Admin fee / account holder | $2,153 | $6,778-68.2% | $10,608-79.7% | $5,650-61.9% |